Basic Company Settings - Shifton Help

Configure the fundamental behavior of your Shifton workspace, from how employee names are displayed to shift overlap rules and notification preferences.

What Is This?

Basic Company Settings is a section within the Module Settings tab that controls core platform behavior for your entire company. These settings affect how shifts are handled, what employees can see and edit, and how notifications are delivered. Every Shifton account has access to these settings — no additional module purchase is required.

Prerequisites

An active Shifton account.

Owner

or Admin role to view and modify settings.

How to Access Basic Company Settings

Navigate to Modules in the left sidebar.

Click the Settings tab.

Scroll to or select Basic Company Settings.

Module Settings

Below is a detailed table of every setting available in Basic Company Settings.

Setting	Description	Options / Default
Employee name usage	Controls how employee names are displayed throughout the system (schedules, reports, lists).	First name only / First + Last name / Last + First name
Warning when changing past shifts	When enabled, the system shows a confirmation warning if a manager tries to edit a shift that has already occurred.	Enabled / Disabled
Displaying working hours	Controls whether employees can see working hours on the schedule and whose hours they can view.	Don’t show — working hours are hidden from employees. Show only own — employees see only their own hours. Show all colleagues — employees can see everyone’s working hours.
Shift confirmation requirement	When enabled, employees must confirm (accept) their assigned shifts before the shift starts.	Enabled / Disabled
Forbid shift overlapping	Determines whether the system allows an employee to be assigned to overlapping shifts.	Company level — no overlapping shifts allowed across the entire company. Project level — no overlapping shifts within the same project (overlaps across different projects are allowed). Allow — overlapping shifts are permitted.
Allow marks/location editing	Controls whether employees can edit their own attendance marks and location data.	Enabled / Disabled
Date range for exchange	The number of days into the future during which employees are allowed to request shift exchanges with colleagues.	Default: 7 days
Telegram notifications	Enables sending shift notifications and updates to employees via Telegram.	Enabled / Disabled
SMS notifications	Enables sending shift notifications and updates to employees via SMS. Requires the SMS Notifications module.	Enabled / Disabled

Step-by-Step Usage Guide

Configuring Employee Name Display

Go to Modules > Settings > Basic Company Settings.

Find the Employee name usage setting.

Select your preferred format from the dropdown.

Click Save.

Setting Up Shift Overlap Rules

Go to Modules > Settings > Basic Company Settings.

Find the Forbid shift overlapping setting.

Choose one of the three options:

Company level

if you want to prevent any double-booking across the entire organization.

Project level

if employees can work on multiple projects simultaneously but not overlap within a single project.

Allow

if your workflow requires flexible, overlapping shifts.

Click Save.

Enabling Notifications

Go to Modules > Settings > Basic Company Settings.

Toggle Telegram notifications and/or SMS notifications on.

Click Save.

Important: After saving any changes to Basic Company Settings, all users should log out and log back in for the changes to take full effect.

Pricing Info

Basic Company Settings is included with your Shifton account at no additional cost. There is no separate module fee for these settings.

Access Permissions

Role	View Settings	Modify Settings
Owner	Yes	Yes
Admin	Yes	Yes
Manager	No	No
Employee	No	No

FAQ

Q: Do I need to enable a module to access Basic Company Settings?
A: No. Basic Company Settings are available to all Shifton accounts by default under the Module Settings tab.

Q: Why do employees still see the old settings after I make changes?
A: After saving changes to Basic Company Settings, users need to log out and log back in for the updates to appear. This is a known requirement.

Q: What does “Date range for exchange” mean exactly?
A: This setting controls how far into the future employees can look when requesting to swap shifts with a colleague. For example, with a value of 7 days, employees can only exchange shifts that are scheduled within the next 7 days.

Q: If I set “Forbid shift overlapping” to Project level, can an employee work two shifts at the same time on different projects?
A: Yes. The Project level setting only prevents overlapping shifts within the same project. An employee could be assigned to simultaneous shifts on separate projects.

Q: Does enabling SMS notifications automatically send SMS to all employees?
A: Enabling the setting makes SMS available as a notification channel. You also need the SMS Notifications module active, and employees need valid phone numbers in their profiles.

Possible Issues and Solutions

Issue	Cause	Solution
Changes not visible to employees after saving	Users need to re-login after settings change	Ask employees to log out and log back in.
SMS notifications not being delivered	SMS Notifications module is not enabled	Enable the SMS Notifications module on the Modules tab first.
Employees can still create overlapping shifts	Overlap setting is set to “Allow” or “Project level”	Change the setting to “Company level” to prevent all overlaps.
Shift exchange option not appearing for employees	Date range for exchange is set to 0 or the shift is outside the allowed range	Increase the date range value or confirm the shift falls within the allowed window.
Telegram notifications not working	Employee has not linked their Telegram account	Ask the employee to connect their Telegram account in their profile settings.